-21.4%
YALA vs VOO
+149.1%
-170.6%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.1% |
| 7D | +0.4% | -0.8% | +1.1% | +1.3% |
| 30D | +1.7% | -1.1% | +2.7% | +2.9% |
| 3M | +2.0% | +3.9% | -1.8% | -2.6% |
| 6M | -16.3% | +13.6% | -29.9% | -28.2% |
| YTD | -20.7% | +12.7% | -33.5% | -31.4% |
| 1Y | -26.7% | +17.6% | -44.2% | -39.6% |
| 3Y | +7.4% | +77.3% | -69.9% | -50.0% |
| 5Y | -42.5% | +84.1% | -126.6% | -73.5% |
| All | -21.4% | +149.1% | -170.6% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling